Civic Intelligence

The Hesed Fund C/O Jeffrey M Roth

990PF • Fiscal year 2023 • EIN 20-2028713

Dec 01, 2022 to Nov 30, 2023 • Filed on Mar 04, 2024

Organization Profile
68 Freeman Avery RoadOlivebridge, NY 12461

(845) 532-3645

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE T22 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE T22 • <$500k nonprofits • Source year 2023

Net Margin

82nd percentile

75%

Higher net margin than 82% of similar nonprofits.

2023 filings • NTEE T22 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • NTEE T22 • <$500k nonprofits • Source year 2023

Asset Growth

97th percentile

398%

Faster asset growth than 97% of similar nonprofits.

2023 filings • NTEE T22 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$4,697

Up $3,754 (+398%) from 2022

Net Assets

Up

$4,697

Up $3,754 (+398%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin82nd percentile

Revenue

Up

$5,000

Up $5,000 from 2022

Expenses

Up

$1,246

Up $1,222 (+5092%) from 2022

Net Income

Up

$3,754

Up $3,778 (+15742%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30K$20K$10K$0Assets 2011: $2,376Liabilities 2011: $02011Assets 2012: $22,093Liabilities 2012: $02012Assets 2013: $12,783Liabilities 2013: $02013Assets 2014: $683Liabilities 2014: $02014Assets 2015: $9,238Liabilities 2015: $0Net Assets 2015: $9,2382015Assets 2016: $2,348Liabilities 2016: $0Net Assets 2016: $2,3482016Assets 2017: $922Liabilities 2017: $0Net Assets 2017: $9222017Assets 2018: $1,011Liabilities 2018: $0Net Assets 2018: $1,0112018Assets 2019: $1,011Liabilities 2019: $0Net Assets 2019: $1,0112019Assets 2020: $991Liabilities 2020: $0Net Assets 2020: $9912020Assets 2021: $967Liabilities 2021: $0Net Assets 2021: $9672021Assets 2022: $943Liabilities 2022: $0Net Assets 2022: $9432022Assets 2023: $4,697Liabilities 2023: $0Net Assets 2023: $4,6972023Assets 2024: $24,499Liabilities 2024: $0Net Assets 2024: $24,4992024

Highlighted filing

2023

Assets$4,697
Liabilities$0
Net Assets$4,697
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2011: $0Expenses 2011: $79,906Net Income 2011: -$79,9062011Revenue 2012: $100,000Expenses 2012: $80,283Net Income 2012: $19,7172012Revenue 2013: $25Expenses 2013: $9,335Net Income 2013: -$9,3102013Revenue 2014: $0Expenses 2014: $12,100Net Income 2014: -$12,1002014Revenue 2015: $10,000Expenses 2015: $1,445Net Income 2015: $8,5552015Revenue 2016: $0Expenses 2016: $6,890Net Income 2016: -$6,8902016Revenue 2017: $0Expenses 2017: $1,426Net Income 2017: -$1,4262017Revenue 2018: $2,490Expenses 2018: $2,401Net Income 2018: $892018Revenue 2019: $1,494Expenses 2019: $1,494Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $20Net Income 2020: -$202020Revenue 2021: $2,377Expenses 2021: $2,401Net Income 2021: -$242021Revenue 2022: $0Expenses 2022: $24Net Income 2022: -$242022Revenue 2023: $5,000Expenses 2023: $1,246Net Income 2023: $3,7542023Revenue 2024: $101,940Expenses 2024: $82,138Net Income 2024: $19,8022024

Highlighted filing

2023

Revenue$5,000
Expenses$1,246
Net Income$3,754
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Mar 4, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNA L KATZPresident-$0--
JEFFREY M ROTHSec/Treas-$0--
MORDECHAI LEIBLINGVP-$0--
Filing and Contact Details

Filer

Filer Name
The Hesed Fund
EIN
20-2028713
Phone
8455323645
Address
68 FREEMAN AVERY ROAD, OLIVEBRIDGE, NY 12461

Signing Officer

Name
Jeffrey M Roth
Title
President
Phone
8455323645
Signed
2024-03-04
Discuss with paid preparer
Yes

Preparer

Firm
Schulman Lobel Et Al Llp
Address
1001 AVENUE OF THE AMERICAS, NEW YORK, NY 10018
Preparer
Norman Schulman CPA
Phone
2128685781
Raw XML Appendix259 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HESED FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JEFFREY M ROTH
ReturnHeader/Filer/BusinessNameControlTxt0HESE
ReturnHeader/Filer/EIN0202028713
ReturnHeader/Filer/PhoneNum08455323645
ReturnHeader/Filer/USAddress/AddressLine1Txt068 FREEMAN AVERY ROAD
ReturnHeader/Filer/USAddress/CityNm0OLIVEBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012461
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223840651
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHULMAN LOBEL ET AL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 AVENUE OF THE AMERICAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02128685781
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NORMAN SCHULMAN CPA
ReturnHeader/ReturnTs02024-03-11T19:44:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROTH
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,697
Liabilities
$0
Net assets
$4,697
Revenue
$5,000
Expenses
$1,246
Net income
$3,754
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$1.02$0.82$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.05$0.01$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.02$0.02$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.02$0.02$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.07$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.10$0.01$0.09
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.12$0.12
2013Summary only. Only limited summary data is available for this year.$0.13$0.00$0.00$0.09$0.09
2012Summary only. Only limited summary data is available for this year.$0.22$0.00$1.00$0.80$0.20
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$0.80$0.80